EA
SHLX

Edge Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Edge Advisors’s Portfolio SHLX Stock Details SHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$216K Sell
9,748
-960
-9% -$21.4K 0.02% 302
2018
Q1 		$225K Sell
10,708
-1,557
-13% -$41.1K 0.02% 304
2017
Q4 		$364K Sell
12,265
-3,375
-22% -$91.7K 0.04% 242
2017
Q3 		$435K Sell
15,640
-2,091
-12% -$58.6K 0.05% 224
2017
Q2 		$536K Sell
17,731
-4,920
-22% -$152K 0.06% 204
2017
Q1 		$729K Buy
22,651
+5,520
+32% +$176K 0.09% 185
2016
Q4 		$497K Buy
+17,131
New +$477K 0.06% 214

Other funds holding SHLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Advisors's SHLX Position: Q2 2018 in Review

Edge Advisors reduced its Shell Midstream Partners, L.P. (SHLX) stake by 9% in Q2 2018, selling an estimated $21.4K and leaving 9,748 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #302.

Edge Advisors first reported a position in SHLX in Q4 2016 and has held it in 7 quarters since. The position peaked at $729K in Q1 2017. 144 funds tracked by Wall St. Rank hold SHLX as of Q2 2018.

  • Edge Advisors held 9,748 shares of Shell Midstream Partners, L.P. worth $216K as of Q2 2018.
  • Edge Advisors sold 960 Shell Midstream Partners, L.P. shares in Q2 2018, an estimated $21.4K.
  • Shell Midstream Partners, L.P. made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #302 holding.
  • Edge Advisors first reported a position in Shell Midstream Partners, L.P. in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Shell Midstream Partners, L.P. position peaked at $729K in Q1 2017.
  • 144 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.